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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

EV Charging Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	Guggenheim Capital Chicago, Illinois	$297M	+$5.84M	18	0.72%	Increased
127	American Securities New York	$284M	$0	1	58.04%	Maintained
128	Principal Financial Group Des Moines, Iowa	$283M	-$119M	12	0.27%	Reduced
129	New York State Teachers Retirement System (NYSTRS) Albany, New York	$282M	-$2.72M	11	0.69%	Reduced
130	WIC Water Island Capital New York	$282M	+$59.6M	2	11.28%	Increased
131	AL AJO LP Philadelphia, Pennsylvania	$275M	-$55.7M	4	1.26%	Reduced
132	Point72 Asset Management Stamford, Connecticut	$270M	-$15.8M	8	1.13%	Reduced
133	DS Dalal Street West Lake Hills, Texas	$269M	$0	1	84.92%	Maintained
134	Federated Hermes Pittsburgh, Pennsylvania	$269M	-$57.3M	17	0.78%	Reduced
135	Aperio Group Sausalito, California	$266M	+$18.8M	19	1.32%	Increased
136	PNC Financial Services Group Pittsburgh, Pennsylvania	$262M	-$9.66M	22	0.26%	Reduced
137	CCM Cantillon Capital Management New York	$258M	-$5.99M	1	2.93%	Reduced
138	AAM Alpine Associates Management Palm Beach, Florida	$257M	+$51.2M	1	8.48%	Increased
139	ABC Anchor Bolt Capital Chicago, Illinois	$255M	+$107M	4	10.34%	Increased
140	STRS Ohio Columbus, Ohio	$255M	-$37.5M	10	1.13%	Reduced
141	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$251M	+$50.5M	11	1.75%	Increased
142	William Blair Investment Management Chicago, Illinois	$249M	+$83.4M	4	0.95%	Increased
143	Two Sigma Investments New York	$247M	-$214M	14	0.82%	Reduced
144	Victory Capital Management San Antonio, Texas	$241M	+$24.4M	13	0.53%	Increased
145	Bridgeway Capital Management Houston, Texas	$239M	+$23.1M	10	2.57%	Increased
146	Canada Life Winnipeg, Manitoba, Canada	$234M	-$3.19M	13	0.57%	Reduced
147	AQR Arbitrage Greenwich, Connecticut	$234M	+$109M	1	2.71%	Increased
148	TAL TIG Advisors LLC New York	$232M	-$24M	1	12.63%	Reduced
149	SEI Investments Oaks, Pennsylvania	$227M	+$15.8M	20	0.87%	Increased
150	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$227M	-$103M	7	0.55%	Reduced